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Impact and Effort Matrix Template

Optimize your project prioritization with our free Impact and Effort Matrix templates. These tools are designed to help you efficiently assess and rank tasks based on their impact and the effort required to complete them.
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Author: Daniel Croft

Daniel Croft is an experienced continuous improvement manager with a Lean Six Sigma Black Belt and a Bachelor's degree in Business Management. With more than ten years of experience applying his skills across various industries, Daniel specializes in optimizing processes and improving efficiency. His approach combines practical experience with a deep understanding of business fundamentals to drive meaningful change.

Impact and Effort Matrix Template

Impact and Effort Matrix Template

Template Details

The Impact and Effort Matrix Template from Learn Lean Sigma is a customizable Excel tool designed to help prioritize tasks and projects by assessing their impact and required effort. Users plot tasks on a matrix based on estimated impact and effort, aiding in decision-making about which projects to prioritize or defer. The template is user-friendly, includes an example, and is compatible with recent versions of Microsoft Excel. It is particularly useful for project managers and team leaders looking to optimize resource allocation and project timelines.

Learn more about the Impact and Effort Process: Impact and Effort Matrix Guide

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Improve your Lean Six Sigma projects with our free templates. They're designed to make implementation and management easier, helping you achieve better results.

Features

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Quick Wins

 High Impact, Low Effort (Quick Wins)

These are the low-hanging fruits—tasks that are relatively easy to complete but have a significant positive impact. These should be your immediate focus.

Thankless Tasks

Low Impact, High Effort (Thankless Tasks)

These are tasks or projects that require a lot of resources but offer little in return. It’s generally advisable to either re-evaluate or avoid these tasks altogether.

Fill-Ins

Low Impact, Low Effort (Fill-Ins)

Tasks in this quadrant aren’t urgent or highly impactful, but they’re easy to achieve. These are good fill-in tasks for when teams have extra time or resources.

Major Projects

High Impact, High Effort (Major Projects)

These tasks offer great returns but are resource-intensive. They often require detailed planning, and maybe even a dedicated team, to execute effectively, these would most likely form their own project.

Template Steps

View Google Sheets Version

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